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Original filing (PDF)20251003081521NAL0001942928001
ASHLAND FOUNDRY AND MACHINE WORKS, LLC
Form 5500
FILING_RECEIVED
ASHLAND FOUNDRY AND MACHINE WORKS, LLC UNION RETIREMENT PLAN
401(k) retirement plan
Active participants
139
Accounts w/ balance
144
Plan assets (EOY)
$6.4M
Net assets (EOY)
$6.4M
How this plan invests
This plan
1 pooled trust
Schedule D
26 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
100
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
100
Participation health
100
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for ASHLAND FOUNDRY AND MACHINE WORKS, LLC.
Plan sponsor
Name
ASHLAND FOUNDRY AND MACHINE WORKS, LLC
EIN
81-5042835
Address
500 E CENTRE ST · ASHLAND, PA · 179212018
Phone
(570) 875-6166
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
002
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-03
Pension benefit codes
2E · Profit-sharing
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2J · 401(k) feature
2K · 401(m) arrangement
2S · Automatic enrollment
2T · Default investment account (QDIA)
3B · Covers self-employed individuals
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
SASSETTI LLC
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
2 rowsRecordkeeper
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| EMPOWER ANNUITY INSURANCE COMPANY | — | GREENWOOD VILLAGE, CO | RECORDKEEPER | $21K | — |
Advisor / Consultant
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| STRATEGIES WEALTH ADVISORS, LLC | — | GRAND RAPIDS, MI | INVESTMENT ADVISOR | $15K | — |
Investments
26 direct securities · 1 pooled fund· $6.4M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Their holdings are itemized on each fund’s own Form 5500.
Uncategorized
$6.3M
25 holdings
Mutual Funds
$7K
1 holding
Pooled Separate Account
$0
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| American Funds Tgt Date Ret 2030 R6 Registered Investment Company | — | — | — | $1.5M | 23.1% | |
| American Funds Tgt Date Ret 2025 R6 Registered Investment Company | — | — | — | $1.4M | 22.5% | |
| American Funds Tgt Date Ret 2035 R6 Registered Investment Company | — | — | — | $686K | 10.8% | |
| JP Morgan Large Cap Growth R6 Registered Investment Company | — | — | — | $395K | 6.2% | |
| Guaranteed Interest Account * MassMutual Guaranteed Interest Account Guaranteed Interest Account | — | — | — | $393K | 6.2% | |
| American Funds Tgt Date Ret 2040 R6 Registered Investment Company | — | — | — | $375K | 5.9% | |
| American Funds Tgt Date Ret 2020 R6 Registered Investment Company | — | — | — | $265K | 4.2% | |
| Vanguard 500 Index ADM Registered Investment Company | — | — | — | $243K | 3.8% | |
| American Funds Tgt Date Ret 2055 R6 Registered Investment Company | — | — | — | $191K | 3.0% | |
| American Funds Tgt Date Ret 2065 R6 Registered Investment Company | — | — | — | $171K | 2.7% | |
| Participant Loans Interest rates (5.25%-10.5%) -0- | — | — | — | $138K | 2.2% | |
| American Funds Tgt Date Ret 2050 R6 Registered Investment Company | — | — | — | $120K | 1.9% | |
| American Funds Tgt Date Ret 2045 R6 Registered Investment Company | — | — | — | $104K | 1.6% | |
| American Funds Tgt Date Ret 2060 R6 Registered Investment Company | — | — | — | $92K | 1.4% | |
| Vanguard Small Cap Index Adm Registered Investment Company | — | — | — | $51K | 0.8% | |
| PIMCO Income Inst Registered Investment Company | — | — | — | $43K | 0.7% | |
| Vanguard Total Instl Stock Adm Registered Investment Company | — | — | — | $42K | 0.7% | |
| Vanguard Mid Cap Index ADM Registered Investment Company | — | — | — | $34K | 0.5% | |
| American Funds Tgt Date Ret 2015 R6 Registered Investment Company | — | — | — | $23K | 0.4% | |
| American Funds New world R6 Registered Investment Company | — | — | — | $23K | 0.4% | |
| Fidelity International Growth Registered Investment Company | — | — | — | $21K | 0.3% | |
| Macquarie Mid Cap Growth R6 Registered Investment Company | — | — | — | $21K | 0.3% | |
| Vanguard Total Bond Mkt Ind ADM Registered Investment Company | — | — | — | $13K | 0.2% | |
| Eaton Vance High Income Opportunities Registered Investment Company | Mutual Funds | — | — | $7K | 0.1% | |
| Fidelity Value Fund Registered Investment Company | — | — | — | $3K | <0.1% | |
| Wasatch Core Growth Registered Investment Company | — | — | — | $2K | <0.1% | |
| SEPARATE ACCOUNT SCAI MASSMUTUAL LIFE INSURANCE CO. · EIN 04-1590850 / PN 000 | Pooled Separate Account | — | — | $0 | <0.1% |
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